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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,555 | $88,583-72.3% | $88,497-72.3% | $273,972-91.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.75% | 5.68%+1.1pp | 7.63%-0.9pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,146 | $4,502-52.3% | $4,036-46.8% | $4,869-55.9% |
| Participant deferral / active EE | $4,222 | $4,891-13.7% | $4,899-13.8% | $5,287-20.1% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |